BUSINESS & PERSONAL WEALTH MANAGEMENT WITH

BENNETT & PORTER

Here at Bennett & Porter we understand there are two sides of a person’s wealth–The Business and The Personal—and we are ready to cater to both.

Speak to a Certified Financial Planner Today

Give us a call at (480)-212-1151 or fill out the form below and we will get back to you as soon as possible.

One Relationship. Many Solutions.

Our team of dedicated Certified Financial Planners(CFP) is standing by to help you build, manage, and preserve your wealth by building personal relationships and finding the wealth management services that are the best fit for your personal and business objectives.

PERSONAL WEALTH SERVICES

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    RETIREMENT PLANNING
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    IRAS
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    ALTERNATIVE INVESTMENTS
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    TAX SAVINGS STRATEGIES
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    ANNUITIES
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    RETIREMENT PLANNING
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    IRAS
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    ALTERNATIVE INVESTMENTS
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    TAX SAVINGS STRATEGIES
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    ANNUITIES

BUSINESS WEALTH MANAGEMENT

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    RETIREMENT PLANNING
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    401(K)
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    SEP/SIMPLE IRAS
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    PENSION PLAN
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    DEFERRED COMPENSATION
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    SUCCESSION PLAN
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    KEY PERSON/BUY-SELL AGREEMENTS
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    CAPTIVE INSURANCE COMPANIES
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    MULTI-FAMILY OFFICE

ARE YOU READY TO SPEAK TO A CERTIFIED FINANCIAL PLANNER TODAY?

If you think it is time to change the way you approach your Wealth Management, give us a call at (480)-212-1151 or fill out the form below and we will get back to you as soon as possible.

@copy; 2018 Bennett & Porter. All rights reserved. We are licensed in Arizona. License #997507.